Derek Perez Email & Phone Number

San Francisco, California, United States

San Francisco, California, United States

San Francisco, California

Relationship manager for the East coast Takeuchi Mfg. business Was promoted to bring back business that was being lost to other lenders and increase penetration with current vendors Brought back two dealers that stopped doing business with us, they are now the 2nd and 7th highest producing Takeuchi dealers for us Produced $60.3MM on volume on a $39.8MM budget (151.5% of budget)Travel to see vendors to strengthen the relationship, educate on new software that could benefit their daily business and see how we can benefit from one anotherRoutinely produce quotes, field calls from vendors, direct customer and manufacturer partners

San Francisco, California

Manage the East coast construction industry accounts by communicating with regional sales managers(RSM), dealers and customersBegan covering the western part of the United States, moved central to East as opportunities increasedand my abilities were neededMany of my job functions were the same as my previous positionStarted managing the Same-Deutz-Fahr program and helped achieve the maximum we financed in a year,$2.3 millionHelp with special projects to increase efficiency with our new system, leading to becoming a productexpertManage my team in my manager’s absenceHelp create efficiencies to make sure our team improves and we increase customer satisfaction

San Francisco, Ca

Managed national accounts in the agriculture industry by communicating with regional sales managers (RSM), dealers and customers When there were vacancies in our RSM positions I was the direct contact on all open territory transactions and made sure we didn’t skip a beat to continuously remain above budgetMy first year in this position we increased our previous years funded amount by 1% (12% above budget), my second year we increased by 28% (17% above budget) and we finished 2014 with an increase of 15% (12% above budget)In 2014 we financed our most ever in a month, $43.7 million, September 2014Worked with potential customers to create unique financial packages in order to capture their business Determine the credit worthiness of applicants seeking financing by reviewing credit reports, balance sheets and tax returnsCalculate customer payment amount, manufacturer subsidy and salesman commission for financing agreementsVerified documentation to make sure financing agreements accurately reflected the terms of the agreement Generated monthly manufacturers’ subsidies and commission reports from financing agreements Assisted the accounting department in reconciling reports and resolving discrepancies

San Luis Obispo, California

Help potential customers gain an understanding of the products offered by GSM CommerceWalked customers through marketing leads using excel and used pivot tables to assist customers with lead contsResponsible for training new customer service representativesPrepare work schedules for customer service team while working around each member’s school schedule

Learned AutoCad on the job, collaborated with architects to prepare floor plans for office buildingsAssisted with the preparation of elevations which describe the external appearance of a building

Redwood City, Ca

Business, Finance

Executive Certificate In Financial Planning, Finance And Financial Management Services